Marcum Wealth’s Shell SHEL Stock Holding History

Marcum Wealth’s Portfolio SHEL Stock Details SHEL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$273K	Buy
2024 Q4	$218K	Sell
2024 Q3	$254K	Sell
2024 Q2	$295K	Sell
2024 Q1	$283K	Buy
2023 Q4	$268K	Sell
2023 Q3	$265K	Buy
2023 Q2	$202K	Buy